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Quant Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1819 Cr | ₹1064 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32.33% | % |
| Expense Ratio | 2.04 | 2.18 |
| Manager | Kapil Malhotra | Sanjeev Sharma |
| ISIN Code | INF277K010Y2 | INF966L01374 |
| Exits Load | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 2.14% | 3.41% |
| 6 Month | 7.01% | 7.67% |
| 1 Year | 0.78% | -1.76% |
| 3 Year | 14.82% | 14.61% |
| 5 Year | 20.13% | 21.7% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 2.23% | 2.2% |
| 1 Year | 9.03% | 9.51% |
| 3 Year | 13.22% | 11.99% |
| 5 Year | 14.44% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 18.6% | 13.74% |
| 3 Year | 18.64% | 17.07% |
| 5 Year | 20.38% | 16.07% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.87% | 15.933% |
| Sharp | 0.73% | 0.641% |
| Beta | 0.93% | 1.052% |
| Alpha | 0.66% | 1.751% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Name | Kapil Malhotra | Sanjeev Sharma |
| Total AUM | ₹18472 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 9.03 | 30.53 |
| Large Cap | 58.64 | 62.21 |
| Small Cap | 15.38 | 7.26 |
| Mid Cap | 16.95 | 0 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 6.62 | 26.78 |
| Energy | 4.17 | 9.27 |
| Technology | 14.36 | 2.34 |
| Consumer Cyclical | 8.37 | 3.7 |
| Industrials | 10.69 | 8.87 |
| Consumer Defensive | 1.94 | - |
| Financial Services | 26.1 | 27.66 |
| Healthcare | 16.76 | 6.78 |
| Real Estate | 2.29 | 6.67 |
| Basic Materials | 2.36 | - |
| Utilities | 6.34 | 7.95 |
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